👉 Conference Registration Page
Follow the Money:
Backing the Future of Family Office Tech
Family office tech is no longer a backwater. Investors who backed Uber, Airbnb, SpaceX, Addepar — plus a 50-year SFO & MFO operator and a fintech strategist rebuilding the family office stack — are all betting on the same thing: AI is finally powerful enough to fix the broken data, outdated ledgers, and messy workflows that have held this market back. This panel made it clear: this “small” vertical is about to become the operating layer for serious wealth.
🎙️Moderator: Tania Neild – CTO & Owner, InfoGrate; 🎙️Panelists: Billy Stimpson – Co-Founder & CEO, Bienville Capital, Harsh Govil -Partner, Motive Ventures, Nihal Mehta – General Partner, Eniac Ventures
AI in Action: From Hype to High-Impact Results
Family offices are moving past the AI buzz — using it to automate, analyze, and decide smarter. This session explores real results and what’s next.
🎙️Moderator: Tania Neild – CTO & Owner, InfoGrate; 🎙️Panelists: Sharon Li – COO, Spindrift Management, Joe Donovan – VP of Operations, CYMI Holdings, Daniel Amberger – CTO, SFO
Paul McKibbin Interviews Archway’s Anthony Abenante
This special Tech-NEW-logy Institute session shines a light on Archway Group as it begins a new chapter under Aquiline Capital Partners — how the firm is evolving after its move from SEI, strengthening its platform, and rethinking how family offices run their technology and operations.
🎙️Moderator: Paul McKibbin, Executive Director at EY 🎙️Panelist: Anthony Abenante, CEO of Archway Group
Tech Rollouts Unfiltered: Navigating a Shifting Vendor Landscape
Family office tech is evolving fast—vendors are merging, new players are emerging, and AI is reshaping the field. How do you make lasting tech decisions when the market won’t stand still?
🎙️Moderator: Patty Esslinger – VP, Head of Product, Trove FO; 🎙️Panelists: Amy Beahm – Director, Private Family Office, Nico Amoroso – VP, IT, Wirtz Corporation
Owning the Truth: How Family Offices Turn Data into Power
Your data is your most valuable asset—if you can harness it. See how family offices are connecting the tools they already use to unlock the full value of their data and operate from one trusted source of truth.
🎙️Moderator: Greg Silverman – Princ. Consultant, ClarityEdge; 🎙️Panelists: Vivecca Hartman – Principal & Controller, Hannah Robertson – Accountant, Fayez Sarofim & Co, Matthew Espinosa – Sr Operations Manager, Ford Estates
Alejandro Nazario Interviews Addepar’s Head of AI and ADM Lead
This Tech-NEW-logy Institute session took place during the FOTechHub Annual Conference and focused on Addepar’s approach to data intelligence and AI in family office technology. The discussion examined how Addepar’s AI strategy is shaping data management, personalization, workflows, and decision-making across family offices.
🎙️Moderator: Alejandro Nazario, Partner at TOS Advisors; 🎙️Panelists: Diana Turbayne, Product Lead for Alts & Data Management at Addepar, Kunal Gosar, Head of AI Platform and former Founder & CEO of Arcus (acquired by Addepar earlier this year)
Tech Partners
